Customers often question us about the year to date information at the end of the  January Statement. In January, most customers simply remove that information until after they do the annual Owner Statement file maintenance, which will reset the numbers. Annual Owner Statement file Maintenance is normally done after 1099's are printed and most customers do this in February. In January, current period equals YTD and a summary at the bottom of Owner Statements is not required. To turn the totals off on your January statement, use OSS set-up additional feature page 1 number 6, set it to a 1. Then, your January statements will not have a summary on the bottom and the totals will not be an issue on the January statement. After 1099's and file maintenance are complete, you can set page 1 number 6 back to a zero.

Owner Statement System help topics 10 and 12 cover the basics regarding the printing of 1099's. There are several options that govern the way users report 1099's and much of that is covered in the help topics.

Specifically, the following Set-up options govern 1099'2

Set-up Page 1  number  3   Normally a 0
Set-up Page 1  number  4   Should be a 1 (this is now forced elsewhere)
Set-up Page 1  number  6   Should be a 1 in January
Set-up Page 1  number  13  Should be a 0 for 1099 and year end stmts
Set-up Page 2  number  6   Should not be changed if 1099 lined up
                           last year (it would reflect what works
                           for your printer and should only be
                           changed if you have alignment problems)
Set-up Page 2  number  10  Should only be a 1 if you are having a
                           problem with certain Hewlett Packard
                           printers that have problems with the
                           80th character in a line or the 66th line
                           on a page.

On Set-up number 3, G/L account table set-up, code 40 on the lower right side of the table, "Paid by Owner" should have 4 in the "COL" column. This overrides set-up page 1 number 4 described above.


Regarding 1099's, the key is to run Owner Statements for ALL owners for the time frame of the 1099 period, such as 20040101 through 20041231. You can do this on the screen. You must do this for ALL owners, NO optional beginning and ending owner numbers. When you do this for ALL owners, field 6 on the owner card (see OSS Managers Menu) is recalculated. You can then look at that field on the owner card and see what the computer has calculated for the 1099 amount. You can then compare this to the statement to be sure it is the number you wish. If it is correct, you can run the 1099's.

Please note that you can run the 1099's as many times as you wish and that you can use optional beginning and ending 1099 printing numbers. If you have a laser printer, you will have to run them through several times to create the number of copies you may need.

If you run Owner Statements again, it will erase what was calculated and then recalculate a new 1099 amount for the time period selected. So, after you get the figures correct on the Owner Card, do not run statements again for all owners until after you have completed printing your 1099's.


Configuring the Print File Spooler

In addition to adjusting page 2 number 6 to get the 1099's to adjust, you can micro adjust the print file spooler. Please don't adjust this if things are printing ok, as it forces windows to refigure new fonts and it can cause problems with other reports that are printing the way you wish, but, in general, the process is described below;
 
1) select Utilities from the start page

2) Select "Configure Spooler" from the Utilities Menu

3) Select "Settings" from the Print FIle Default Settings Window

4) Under "Current Setting" select "Wolfbay" from the drop down window (use down Arrow)

5) When Wolfbay is in the Current Settings, select "N-Up" at the bottom

6) Under Top Margin, you can add or subtract from that number to adjust where printing starts all all pages.

For instance, if the number in that box was .50 and you wanted to start printing lower on the page, you might make that number .60 or .70 and printing would start lower on the page. Please note that this will throw off any other adjustments you have made on 1099's so remember the current setting and move in small amounts.

7) When done click "OK"

8) Then click "Save"

9) Then click "Exit"

10) If spooler was on when you were making these changes, turn spooler off, then turn it back on and it will grab the changes just made.


We would like to amend this document with your questions, so, if you have any questions or want more detailed answers, please email us and we will add answers and resend this document.

Email Wolfbay


Questions from Customers

1) When printing 1099's which of the 6 options do I select?
 
Please select Option 4 or 5. If you have a laser printer or Ink Jet printer, option 4 is the correct choice. The other options are retro options from previous years when the forms were different. By the way, anything in GREEN is a hint that you should be using that option and/or looking at that particular report.



2) Our Hewlett Packard printer uses a font that is too small. Is there anyway we can increase the font size for the 1099's?

Yes,  follow the above spooler set-up instructions, but, for step five, select text file. In the text file window, set the characters per line to 80. This will select a bigger font. After you are done printing 1099's, set the number back to what it was for you HP printer, normally 88 for the HP to keep the last digit from dropping off on your reports.



3) Our Hewlett Packard printer prints in a relatively small font. Is there anyway to further adjust the 1099 form?

We have had a lot of difficulties with Hewlett Packard printers attempting to print on a form. As we understand it, Hewlett Packard has over 1000 different printer fonts and each printer has its own rules for selecting fonts. The result is a can of worms on HP printers.

When you adjust the spooler, it selects a different font and that then changes and obsoletes any previous settings that were used for the font that was deselected. Thus, changing the spooler trashes any previous setting that was close to working.
 
To compensate this problem, we have just added a "printer factor" adjustment feature to the 1099 program. If you download an OSS system update, you will now find the following screen when printing 1099's;



Current Printer adjustment factors (printing lines to add)


 1) Printer Adjustment Factor #1 Top Margin        0
 2) Printer Adjustment Factor #2 After Payer       0
 3) Printer Adjustment Factor #3 After Recipient   0
 4) Printer Adjustment Factor #4 After City        0
 5) Printer Adjustment Factor #5 After 1st 1099    0



Enter factor to change (0 if none)


These settings will be displayed and remembered whenever you use the 1099 program. The factors refer to "lines to add" in the 1099 program. For instance, if the second 1099 was 4 lines to high, you would set #5 to a 4 and it would move the second 1099 down 4 lines.
 
The changes are cumulative. So, If  numbers 1,2,3 and 4 were all 1's, it would have the same effect as number 5 being a 4. The key is to start at number 1 and work your way down until the printing lines up.

You can download this update by clicking the below link;

http://www.wolfbay.com/updates.htm

Select the OSS Update in the User Download area.

You might also try setting Set-up Additional Feature Page 2 number 6 back to a 0. This will then allow the new factor option to be the only 1099 control, which is the way we we see this program migrating.



4) What type of printer do you use in your office?

We use a Canon I250. Our cost was about $35.00 for this printer and as far as we are concerned, the printer is disposable should it every have a problem. We have had good luck with Canon printers.